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Rachelle Advani

Regional Manager, Client Service at Edelman Financial Engines

  • LinkedIn

Motivated and detail-oriented financial services professional with 10+ years experience.

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EDELMAN FINANCIAL ENGINES

EDELMAN FINANCIAL ENGINES

  • description Description
    For more than 35 years, Edelman Financial Engines has been helping people move their financial lives forward. Our founders set the tone for our mission giving individual investors access to s...

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  • Employees count Employees 1001-5000
  • Revenue Revenue 500 Million to 1 Billion
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Edelman Financial Engines Org Chart and Mapping

Employees

Andrew Thomas

Director, Financial Planning

Brent Merfen

Senior Investment Analyst

Rob Lesher

Executive Director Client Service Associate

Lipika Swarup

Financial Planning Analyst

Kjersti Hanneman

Senior Director, Consumer Insights

Robert Aceves

Registered Client Service Associate

Heather Will

Operations Supervisor - Recordkeeper Trading

Allison Boyd

Senior Director of Product Management

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  • Phone number  :  (***)-***-****
  • Email  :  r****@edelmanfinancial.com

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